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Sat Mar 15th 23:52 PM | Rating: 0 0
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Annaly Capital Management Selloff Overdone

In your opinion, is CMO in a significantly weaker position? Their leverage is slightly higher (around 10), but still nowhere near what Carlyle had.
Also, what is the effect on these companies of repurchase agreement maturity? I assume they can get a margin call whenever the market price of their securities declines, but do they also face the risk of not being able find new short term financing?
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